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Culbertson A N & Co’s Bank of America BAC Stock Holding History

Culbertson A N & Co’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.49M Hold
82,474
– – 0.52% 52
2026
Q2 		$4.7M Buy
82,474
+832
+1% +$44.2K 0.55% 50
2026
Q1 		$3.98M Sell
81,642
-1,390
-2% -$71.7K 0.52% 50
2025
Q4 		$4.57M Buy
83,032
+4,180
+5% +$221K 0.63% 46
2025
Q3 		$4.07M Sell
78,852
-700
-0.9% -$34.2K 0.58% 47
2025
Q2 		$3.76M Sell
79,552
-3,250
-4% -$137K 0.58% 48
2025
Q1 		$3.46M Buy
82,802
+625
+0.8% +$27.9K 0.55% 49
2024
Q4 		$3.61M Sell
82,177
-500
-0.6% -$22K 0.57% 48
2024
Q3 		$3.28M Sell
82,677
-200
-0.2% -$8.02K 0.53% 52
2024
Q2 		$3.3M Sell
82,877
-7,100
-8% -$272K 0.58% 50
2024
Q1 		$3.41M Buy
89,977
+9,525
+12% +$327K 0.59% 47
2023
Q4 		$2.71M Buy
80,452
+4,065
+5% +$118K 0.5% 53
2023
Q3 		$2.09M Buy
76,387
+3,950
+5% +$117K 0.42% 60
2023
Q2 		$2.08M Buy
72,437
+6,950
+11% +$198K 0.4% 62
2023
Q1 		$1.87M Buy
65,487
+27,065
+70% +$893K 0.38% 65
2022
Q4 		$1.27M Buy
38,422
+4,701
+14% +$162K 0.27% 77
2022
Q3 		$1.02M Buy
33,721
+7,345
+28% +$246K 0.24% 81
2022
Q2 		$821K Buy
26,376
+11,295
+75% +$407K 0.18% 89
2022
Q1 		$621K Buy
+15,081
New +$680K 0.12% 97

Other funds holding BAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Culbertson A N & Co's BAC Position: Q3 2026 in Review

Culbertson A N & Co held its Bank of America (BAC) position steady in Q3 2026 at 82,474 shares worth $4.49M. The position accounts for 0.52% of the portfolio, ranked #52.

Culbertson A N & Co first reported a position in BAC in Q1 2022 and has held it in 19 quarters since. The position peaked at $4.7M in Q2 2026. 2,460 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Culbertson A N & Co held 82,474 shares of Bank of America worth $4.49M as of Q3 2026.
  • Culbertson A N & Co left its Bank of America share count unchanged in Q3 2026.
  • Bank of America made up 0.52% of Culbertson A N & Co's portfolio in Q3 2026, its #52 holding.
  • Culbertson A N & Co first reported a position in Bank of America in Q1 2022 and has held it in 19 quarters since.
  • Culbertson A N & Co's Bank of America position peaked at $4.7M in Q2 2026.
  • 2,460 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Culbertson A N & Co's 13F filing for Q3 2026, filed 21 Oct 2026.